• Provide executive level support to the National Practice Group Leaders for Tax and Advisory, working independently and proactively managing workloads and project timelines.
• Oversee complex calendars, including scheduling appointments, coordinating meetings, and preparing agendas and pre-meeting materials.
• Proactively manage email communications, applying sound judgment to prioritize tasks and keep your leader informed of critical matters.
• Leverage the organization’s technology stack to maintain records, track projects, manage billing, and monitor reporting.
• Manage sensitive and confidential business matters with discretion while providing support on special projects.
• Coordinate travel arrangements, including transportation, lodging, itinerary planning, and managing expense reports.
• Act as a liaison between the executives and other departments, clients, and external stakeholders.
• Establish and maintain a rapport with internal clients and vendors.
• Support event planning and team activities by coordinating schedules, sending invitations, securing venues, arranging catering, and managing travel and accommodations.
• Work closely with the administrative team throughout the different practices to collaborate on joint initiatives and projects.
• Responsibilities under the Tax Practice Leader include managing the engagement letter process, completing client setup for new engagements, leveraging CRM tools for lead tracking and reporting (HubSpot experience is a plus), ensuring compliance with tax deadlines and e-filing requirements, and supporting the delivery of tax returns outside the centralized delivery team.
• Manage special projects assigned by the executives.

Executive Assistant – Tax and Advisory Practice Group Leaders

Senior Tax Analyst

Mergers & Acquisitions Tax Manager

Senior Tax Manager

Tax Manager